See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,458 | $66,444-13.5% | $120,225-52.2% | $79,634-27.8% |
| Participation rate | 8.1% | 42.8%-34.6pp | 69.6%-61.5pp | 62.5%-54.4pp |
| Annual return | 15.70% | 53.37%-37.7pp | 439.23%-423.5pp | 36.46%-20.8pp |
| Employer contribution / active EE | $199 | $1,860-89.3% | $3,475-94.3% | $2,529-92.2% |
| Participant deferral / active EE | $577 | $2,798-79.4% | $3,999-85.6% | $3,835-85.0% |
| Admin fee / account holder | $281 | $1,295-78.3% | $5,696-95.1% | $1,002-72.0% |